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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,895 | $102,663+97.6% | $86,216+135.3% | $139,466+45.5% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 12.30% | 1924.52%-1912.2pp | 1169.42%-1157.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $811 | $3,035-73.3% | $2,382-65.9% | $4,754-82.9% |
| Participant deferral / active EE | $3,894 | $4,677-16.7% | $3,986-2.3% | $6,712-42.0% |
| Admin fee / account holder | $1,959 | $8,663-77.4% | $6,853-71.4% | $11,409-82.8% |